OAK & CO. FINANCIAL
LIVE

Serial Number

99850137

Owner

Oak & Co. Financial, LCC

Attorney

Joseph Vitale

First Use Date

Dec 13, 2025

Filing Date

May 28, 2026

Add to watchlist:

No watchlists yet
View on USPTO

OAK & CO. FINANCIAL Trademark

Serial Number: 99850137

OAK & CO. FINANCIAL is a trademark filed by Oak & Co. Financial, LCC on May 28, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently pending registration.

Owner Contact Info

Oak & Co. Financial, LCC (2 trademarks)

302 Harris Street
Fort Mill, SC 29715

Entity Type: 16

Trademark Details

Filing Date

May 28, 2026

Registration Date

Not Registered

First Use Anywhere

December 13, 2025

First Use in Commerce

December 31, 2025

Goods & Services

Financial planning; Investment advisory services; Investment management; Insurance brokerage in the field of life, disability, and long-term care insurance; Financial consultation; Financial wealth management services

Professional coaching services in the field of financial planning and personal finance

Filing History

APPLICATION FILING RECEIPT MAILED
May 28, 2026 MAFR
NEW APPLICATION ENTERED
May 28, 2026 NWAP